Slides
Different Types of Life Insurance Policies 2013
Yields on Junk Bonds Reach New Low
Combination Life Long Term Care Insurance
Linked Benefits - Combination Life Long Term Care Insurance
Lincoln MoneyGuard Reserve Plus - Combination Life Long Term Care Insurance
After Big Declines Opportunities Followed in Stocks
Real Gold Price 1970-2013
Missing The Boat - Mutual Fund Returns
Risks and Returns of Large, Mid and Small Cap Stocks
Global Bond Universe 1989-2012
REITs More Expensive Than Stocks
Stock Dividend Yields Higher Than Bond Interest Yields
Finding Value in Dividend Growers 1952-2012
Short Supply High Demand for Yield
Top 6 Most FAQs - California Partnership for Long Term Care 2012
Fund Returns vs. Investor Returns
Real Returns 1981-2011
Top 6 Most FAQs - New York State Partnership for Long Term Care 2012
Long Term Investing 1991-2011
European Corporate Bonds Offer Higher Yields - 06/08/12
Higher Dividends Overseas - 05/31/12
Search for Real Yields - 04/30/12
Stock Earnings Yield High Relative to Bond Yields
Why Treasurys Won't Crater
Dividend Paying Stocks 1928-2010
Financial Planning and Wealth Management For The 99%
The Top 1% Earners
30-Year Treasury Bond Rally
529 Tax Map 2011
Dividend Paying Stocks Outperform 06/30/91-06/30/11
State Estate Taxes Map 2011
European Bond Arbitrage - 11/07/11
Stocks Positive 45 in 65 Years - 1946-09/30/11
Income from Stocks
Investor and Investment Returns - 20 Years Ending 12/31/10
Monthly Default Rate on Junk Bonds 2008-08/2012 Est
Don't Join the Ostrich Generation: Health Care Costs
Real Returns 1980-2010
Treasury Yields Fall to Historic Lows
Globally Diversified Bond Portfolio
Rising U.S. Federal Debt Levels Increase Fixed Income Risks
Foreign Bond Markets 1991-2010
Stock Market Recoveries After Crises 1961-2011
Stop Paying Taxes - Most and Least Tax Friendly States 2011
Suddenly Gold Isn't Looking So Solid 05/15/11
How Rising Interest Rates Affect Treasury Bond Prices
Emerging Europe Equities Versus Global Markets 2000-03/31/11
Mutual Fund Outperformance Consistency Overrated
Country Indices P/E 1 Year Forward 2001-2010
Country Indices Dividend Yield 2001-2010
Regional Indices Returns 2001-2010
Country Indices Returns 2001-2010
Bond Indices Returns 2001-2010
Country and Regional Indices Performance and Valuation 2010
States That Disproportionally Tax Wealthy
Poor Planning Forced To Work Beyond Retirement
Retiring Boomers Find 401(k) Plans Fall Short
Emerging Markets Relatively Hammered Year to Date 02/18/11
Junk Bonds Not Overvalued, Based on Spread and Default 02/18/11
Global Stocks and Bonds - Balanced Portfolio 1991-2010
Emerging And Developed Bond Markets 2000-2010
Stop Paying Taxes - Avoiding Required Minimum Distributions (RMDs)
Tax Rates Over the Past Century
Gold Poised for a Fall 01/29/11
Mighty Midcap Stocks Versus Unloved Largecaps
Asset Class Returns 1988-2010
S&P 500 Price Appreciation and Total Return for 2010
Tax Tables 2011-2012
Stock Markets Recover - Don't Jump!
Emerging Economies Projected GDP 2015-2050
Dividends Contribution to S&P 500 1930-2010
Top 6 Most FAQs - California Partnership for Long Term Care
Health Savings Accounts (HSAs) Tax Benefits
Foreign Stock Returns and Major Global Events 1973-2010
Stock Market Recoveries 1929-2009
Real Returns 1979-2009
S&P 500 Real Returns 1979-2009
Life Insurance Sales to Households with Children Have Fallen
Emerging Markets GDP 2010-2014
Top 6 Most FAQs - New York State Partnership for Long Term Care
Global Market Capitalization Growth Driven by China/Hong Kong 1999-2009
Households Lacking Life Insurance
Reversing a Roth IRA Conversion
Long Term Health Costs
Long Term Care Partnership Program National Map 2010
Semi-Private Nursing Home Room Rates 2010
Private Nursing Home Room Rates 2009
Bonds Expensive Stocks Cheap
30 Year Mortgage Rates Testing 40 Year Lows
Emerging Markets
Stock Market Corrections - Unsettling But Not Unusual
Life Settlement Securities - Fraud Alert
Long Term Care Insurance Tax Benefits by State - National Map
Small Investors Pay Price With Big Wall Street Firms
Global Stock Market Post 2009 Recovery
Global Investing
Social Security - Ages for Full Retirement Benefits
Country Indices Returns 2000-2009
Regional Indices Returns 2000-2009
Country Indices 1-Year Forward PE 2003-2009
Country Indices Dividend Yield 2003-2009
Dividend Yields Developed World Markets 11/30/09
False Security of Prepaid College Tuition Plans
Fixed Income Sub-Asset Class Returns 1999-2009
Asset Class Returns 1989-2009
Estate and Long Term Care Planning for 2010
Estate Tax Replaced In 2010 With Capital Gains Tax
Global Investment Opportunities
Global Market Capitalization
Life Settlements - The Devil is in the Details
S&P 500 Total Return By Decade 1930-2000s
10 Year Treasury Yields 1962-2009
Different Types of Life Insurance Policies
Most and Least Tax Friendly States
Non-Qualified Deferred Compensation (NQDC) Plans
Micro Cap Stocks Outperform 1926-09/30/09
Mid Cap Stocks Outperform 1979-09/30/09
Dividend Paying Stocks Outperform 1979-2008
Stop Paying Taxes - Tax Qualified Long Term Care Insurance
Stop Paying Taxes - Intentionally Defective Grantor Trust (IDGT)
Stop Paying Taxes - Grantor Retained Annuity Trust (GRAT)
Stop Paying Taxes - Irrevocable Life Insurance Trust (ILIT)
Small Cap Stocks and Recessions 1954-2001
Real Returns 1978-2008
S&P 500 Real Returns 1978-2008
When Recessions End
When Bear Markets End
Two Stage Bull Markets 1953-2001
Top Five 529 Myths
Social Security - Take or Wait
National Map of Long Term Care Costs
High Yield Bond Defaults 1988-03/31/09
S&P Sector Returns in Bull Markets 1960-2008
25 Years to Bounce Back? Try 4 1/2
S&P 500 PE 1930-2008
Yield of 10-Year A Rated Corporate Bonds & Treasuries 1988-2008
Non-Qualified Deferred Compensation (NQDC) Plans
Country Indices Dividend Yield 2002-2008
Country Indices 1-Year Forward PE 2002-2008
Country Indices Returns 1999-2008
S&P 500 Up 70% of Years 1928-2008
S&P 500 PE 1890-03/03/2009
Missing Best Days of S&P 500 1988-2008
Wealth Management by Call Center???
Skloff Financial Group - Best Interests of Clients
S&P 500 Rolling 12-Month Average Returns for Holding Periods 1975-2008
Emotional Roller Coaster of Investing
Lowest 10-Year Inflation Adjusted Return for S&P 500 January 2009
High Yield Bond Defaults 1988-2008
Investing Through Recessions 1949-2001
Growth of $1 Invested in Stocks, Bonds & Treasury Bills 1926-2007
Back To Top
|